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Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
501
Boyd Watterson Asset Management
Ohio
$348K -$97.5K -1,778 -22%
JWS
502
Juncture Wealth Strategies
Arizona
$345K +$39.5K +720 +13%
BFO
503
Boston Family Office
Massachusetts
$343K – – –
Barclays
504
Barclays
United Kingdom
$341K -$4.26M -77,766 -92%
CWA
505
Cypress Wealth Advisors
California
$341K -$3.18K -58 -0.9%
BOTW
506
Bank of the West
California
$341K +$97.7K +1,781 +39%
LBC
507
Lowe Brockenbrough & Co
Virginia
$340K -$4.39K -80 -1%
FBT
508
First Bankers Trust
Kentucky
$340K +$8.39K +153 +2%
WSTAM
509
Wilbanks Smith & Thomas Asset Management
Virginia
$339K +$8.17K +149 +2%
PTC
510
Private Trust Company
Ohio
$337K +$19.5K +355 +6%
IAS
511
IMA Advisory Services
Colorado
$335K +$4.83K +88 +1%
TIP
512
Torray Investment Partners
Maryland
$334K – – –
RA
513
RFG Advisory
Alabama
$334K +$768 +14 +0.2%
BCP
514
Berkeley Capital Partners
Georgia
$330K +$4.5K +82 +1%
VNA
515
VNBTrust National Association
Virginia
$324K – – –
PP
516
Palladium Partners
Virginia
$324K +$60.9K +1,110 +23%
MIP
517
Marietta Investment Partners
Wisconsin
$323K +$329K +6,000 New
BDF
518
Balasa Dinverno & Foltz
$322K – – –
MC
519
Mathes Company
New York
$319K – – –
BBHC
520
Brown Brothers Harriman & Co
New York
$315K -$15.4K -280 -5%
NL
521
NWAM LLC
Washington
$314K +$320K +5,832 New
GWM
522
Geneos Wealth Management
Colorado
$310K +$36.4K +663 +13%
EHWM
523
Eads & Heald Wealth Management
Georgia
$308K +$1.97K +36 +0.6%
EAM
524
Eagle Asset Management
Florida
$308K +$46.3K +844 +17%
DWA
525
Douglass Winthrop Advisors
New York
$305K – – –